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Portfolio (Quarterly) Guide ↗

TD Waterhouse Canada Inc.

· CIK 0001999606
13F Portfolio $38.0B AUM 2,405 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 229 New 827 Added 583 Reduced 131 Exited
Page 31 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 CDE COEUR MNG INC Basic Materials 110,650.0 $1.8M 0.01% $16.55 +27.9%
602 CGXU CAPITAL GROUP INTL FOCUS EQT 53,590.0 $1.8M 0.01% +1K +2.8% $34.02 +2.1%
603 ARKK ARK ETF TR 22,169.0 $1.8M 0.01% -1K -6.3% $81.79 +2.1%
604 WYNN WYNN RESORTS LTD Consumer Cyclical 18,646.0 $1.8M 0.01% +18K +6780.4% $96.10 +2.3%
605 VNOM VIPER ENERGY INC Energy 42,090.0 $1.7M 0.01% -3K -6.9% $41.23 +9.2%
606 FESM FIDELITY COVINGTON TRUST 35,527.0 $1.7M 0.01% +1K +4.4% $48.12 -0.9%
607 IXC ISHARES TR 34,900.0 $1.7M 0.00% -4K -10.1% $48.65 +20.8%
608 SANG SANGOMA TECHNOLOGIES CORP Technology 457,133.0 $1.7M 0.00% $3.70 +4.2%
609 VOOV VANGUARD ADMIRAL FDS INC 7,678.0 $1.7M 0.00% -75.0 -1.0% $220.07 +4.3%
610 ICICI BANK LIMITED 58,336.0 $1.7M 0.00% +8K +15.5% $28.96
611 TRIPLE FLAG PRECIOUS METAL 55,792.0 $1.7M 0.00% -872.0 -1.5% $30.20
612 MKL MARKEL GROUP INC Financial Services 873.0 $1.7M 0.00% -479.0 -35.4% $1917.34 -6.5%
613 DUPONT DE NEMOURS INC 12,072.0 $1.7M 0.00% NEW $138.46
614 VANGUARD MALVERN FDS 21,881.0 $1.7M 0.00% -5K -20.1% $76.34
615 SNA SNAP ON INC Industrials 4,140.0 $1.7M 0.00% +142.0 +3.5% $403.30 -2.8%
616 PAVE GLOBAL X FDS 28,311.0 $1.7M 0.00% +10K +57.7% $58.93 -4.3%
617 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 16,988.0 $1.7M 0.00% -12K -42.3% $98.01 +31.2%
618 TEL TE CONNECTIVITY PLC Technology 8,247.0 $1.7M 0.00% -286.0 -3.4% $201.50 +0.2%
619 IDEV ISHARES TR 18,516.0 $1.6M 0.00% +547.0 +3.0% $88.62 +4.6%
620 SHY ISHARES TR 19,766.0 $1.6M 0.00% +141.0 +0.7% $81.84 +0.2%
Page 31 of 121  ·  2,405 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 37.7%
Technology 17.7%
Energy 10.8%
Industrials 6.7%
Basic Materials 5.8%
Communication Services 5.6%
Consumer Cyclical 5.5%
Healthcare 4.2%
Utilities 3.4%
Consumer Defensive 2.3%